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Eastern Bank’s Enterprise Financial Services Corp EFSC Stock Holding History

Eastern Bank’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-228
Closed -$12.3K – 1082
2026
Q1 		$12.3K Hold
228
– – ﹤0.01% 808
2025
Q4 		$12.3K Buy
+228
New +$12.5K ﹤0.01% 839

Other funds holding EFSC

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Eastern Bank's EFSC Position: Q2 2026 in Review

Eastern Bank sold out of Enterprise Financial Services Corp (EFSC) in Q2 2026, closing a stake of 228 shares — an estimated $12.3K sold.

Eastern Bank first reported a position in EFSC in Q4 2025 and held it in 2 quarters. The position peaked at $12.3K in Q1 2026. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Eastern Bank reported no remaining Enterprise Financial Services Corp position as of Q2 2026 after selling out during the quarter.
  • Eastern Bank sold 228 Enterprise Financial Services Corp shares in Q2 2026, an estimated $12.3K.
  • Eastern Bank first reported a position in Enterprise Financial Services Corp in Q4 2025 and held it in 2 quarters.
  • Eastern Bank's Enterprise Financial Services Corp position peaked at $12.3K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.